Online or Offline Services

Often, there are requirements or advantages to having the CPI team work directly in a customers’ system. With easy access via VPN or RDC, CPI staff can help to analyze and project the advantages or challenges of this data capture method. Alternatively, with secure FTP or other image transfer, CPI has developed sophisticated internal data capture software to accurately and efficiently enter required fields of information.

Offline Keying

CPI can receive document images in numerous ways, including SFTP, hard drives, thumb, DVD, and more. After receipt of the images, CPI will acknowledge the upload and counts to verify that all the documents have been received and there is a match. After confirming instructions and rules, staff will send a preliminary test for client review and approval. Next, the images are distributed in CPI’s proprietary system for data capture, quality control, and ultimate return of output.